Upflow Review: Accounts Receivable Software
Upflow helps B2B finance teams manage unpaid invoices and automate payment reminders. It is designed for companies that need to track days sales outstanding (DSO) and provide customers with a self-service payment portal.
At a glance
- Category
- Finance & Accounting
- Best for
- B2B finance teams, Small businesses, Mid-market companies, Finance operations managers
- Pricing
- Upflow offers a free forever 'Discover' plan for AR health and analytics. Paid tiers—Grow, Scale, and Strategic—are designed for companies based on ARR ranges ($0-$10M, $10M-$50M, and $50M+ respectively).
- Key use cases
- Automating Invoice Follow-ups, Improving Payment Experience, Monitoring AR Performance, Reconciling Payments
- Integrations
- NetSuite, Sage Intacct, Stripe Billing, Zuora, Chargebee
- Official website
- upflow.io
Upflow is a financial relationship management platform designed to help B2B companies handle the accounts receivable process. The software focuses on gathering unpaid invoices and organizing the collection process through automation and analytics.
It is built for finance teams in small and mid-market companies who may seek to move away from manual spreadsheets for tracking payments. The tool provides a view of AR health and offers a branded portal where customers can view invoices and make payments.
The platform supports automated reconciliation and provides tracking for metrics like DSO. For organizations with security requirements, the software is certified to AICPA SOC 2 standards.
Buyers should confirm which pricing tier matches their annual recurring revenue (ARR), as the available plans are scaled based on company revenue stages.
Key Features
Supports personalized payment reminders and autonomous cash collection using AI vision.
A white-labeled self-service portal where customers can manage invoices and set promise-to-pay dates.
Helps automate the reconciliation process by matching payments to invoices.
Provides dashboards for tracking days sales outstanding (DSO) and analyzing billing cohorts.
Supports automatic payments via credit cards or direct debits.
Use Cases
Setting up systemized email, letter, and call reminders to collect unpaid B2B invoices.
Offering customers a branded portal to pay via credit card, ACH, or SEPA.
Using dashboards to measure DSO and benchmark AR health against peers.
Syncing payment data to the ERP to support automated cash application.
Best For
Integrations
Pricing
Upflow offers a free forever 'Discover' plan for AR health and analytics. Paid tiers—Grow, Scale, and Strategic—are designed for companies based on ARR ranges ($0-$10M, $10M-$50M, and $50M+ respectively).
FAQ
Upflow is designed for B2B finance teams at small and mid-market companies looking to automate their accounts receivable and cash collection processes.
Yes, Upflow provides a 'Discover' plan that is free forever for teams who want to explore their AR health and use analytics tools.
Upflow integrates with NetSuite, Sage Intacct, Stripe Billing, Zuora, Chargebee, QuickBooks, and Xero.
Pricing is tiered based on annual recurring revenue (ARR), with specific plans for startups ($0-$10M), scale-ups ($10M-$50M), and strategic companies ($50M+).
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
